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Elon Musk's SpaceX Is Building The World's Only 'Sovereign AI' And Gene Munster Says Google, OpenAI Can't Match Its Full Stack
On Wednesday, Deepwater Asset Management's Gene Munster said that Elon Musk's SpaceX is uniquely positioned to control every layer of the AI ecosystem, from chips to global distribution.
SpaceX's ‘Sovereign AI' Vision Sets It Apart
Taking to X, Munster said SpaceX is building what he calls the world's only "sovereign AI" platform — one that owns and operates every layer of the artificial intelligence stack without relying on third parties.
"Sovereign AI is supreme, independent control of an AI platform," Munster wrote on X, adding that it means building the model, chips, data centers and delivery network in-house.
"No third-party cloud. No rented silicon. No borrowed infrastructure."
Why Rivals Like OpenAI And Google Fall Short
Munster contrasted SpaceX's approach with competitors such as OpenAI and Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google.
OpenAI develops leading AI models but relies on partners such as Nvidia Corp (NASDAQ:NVDA) for GPUs, Broadcom Inc. (NASDAQ:AVGO) for custom chips and Microsoft Corp (NASDAQ:MSFT) for computing infrastructure and distribution.
Meta Platforms, ...
Source: Benzinga